Stock Taper

1832 ASSET MANAGEMENT L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nebius Group N.V.NBIS410.9K$113.48M
Eli Lilly and CompanyLLY396.98K$476.15M
Capital One Financial CorporationCOF390.89K$78.42M
Canadian Imperial Bank of CommerceCM373.03K$42.9M
Guardant Health, Inc.GH369K$55.36M
American Financial Group, Inc.AFG367.81K$51.47M
Howmet Aerospace Inc.HWM367.74K$98.87M
The Travelers Companies, Inc.TRV366.57K$121.01M
Colgate-Palmolive CompanyCL356.73K$32.71M
Devon Energy CorporationDVN348.37K$14.39M
Axos Financial, Inc.AX347.07K$33.8M
McCormick & Company, IncorporatedMKC344.7K$17.38M
Valero Energy CorporationVLO340.95K$88.8M
EA ELECTRONIC ARTS INCEA330.03K$67.67M
CrowdStrike Holdings, Inc.CRWD327.91K$62.56M
Texas Instruments IncorporatedTXN327.75K$97.69M
WEC Energy Group, Inc.WEC312.45K$36.48M
Revolution Medicines, Inc.RVMD309.2K$57.91M
L3Harris Technologies, Inc.LHX306.87K$89.17M
Vistra Corp.VST302.85K$48.04M